IDEX Ownership

IEX Stock  USD 224.11  5.23  2.39%   
The majority of IDEX outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in IDEX to benefit from reduced commissions. Thereupon, third-party entities are subject to a different set of regulations than regular investors in IDEX Corporation. Please pay attention to any change in the institutional holdings of IDEX as this could imply that something significant has changed or is about to change at the company. Please note that on May 14, 2024, Senator Tommy Tuberville of US Senate acquired under $15k worth of IDEX's common stock.
 
Shares in Circulation  
First Issued
1988-03-31
Previous Quarter
75.9 M
Current Value
75.9 M
Avarage Shares Outstanding
72.8 M
Quarterly Volatility
8.9 M
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as IDEX in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of IDEX, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IDEX Corporation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

IDEX Stock Ownership Analysis

About 100.0% of the company shares are owned by institutional investors. The book value of IDEX was currently reported as 50.32. The company has Price/Earnings To Growth (PEG) ratio of 2.29. IDEX recorded earning per share (EPS) of 6.46. The entity last dividend was issued on the 17th of January 2025. The firm had 3:2 split on the 22nd of May 2007. IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois. Idex Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 7536 people. To learn more about IDEX Corporation call Andrew Silvernail at 847 498 7070 or check out https://www.idexcorp.com.
Besides selling stocks to institutional investors, IDEX also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different IDEX's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align IDEX's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

IDEX Quarterly Liabilities And Stockholders Equity

6.97 Billion

IDEX Insider Trades History

Less than 1% of IDEX Corporation are currently held by insiders. Unlike IDEX's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against IDEX's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of IDEX's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

IDEX Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as IDEX is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading IDEX Corporation backward and forwards among themselves. IDEX's institutional investor refers to the entity that pools money to purchase IDEX's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Pictet Asset Manangement Sa2024-09-30
1.5 M
Champlain Investment Partners, Llc2024-09-30
1.2 M
Barclays Plc2024-09-30
1.2 M
Van Eck Associates Corporation2024-09-30
M
First Trust Advisors L.p.2024-09-30
950.7 K
Norges Bank2024-06-30
930.6 K
Nordea Investment Mgmt Bank Demark A/s2024-12-31
862.6 K
Fenimore Asset Management Inc2024-09-30
836.8 K
Alecta Pensionsforsakring, Omsesidigt2024-09-30
800 K
Vanguard Group Inc2024-09-30
9.2 M
Blackrock Inc2024-09-30
6.2 M
Note, although IDEX's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

IDEX Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific IDEX insiders, such as employees or executives, is commonly permitted as long as it does not rely on IDEX's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases IDEX insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

IDEX's latest congressional trading

Congressional trading in companies like IDEX, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in IDEX by those in governmental positions are based on the same information available to the general public.
2024-05-14Senator Tommy TubervilleAcquired Under $15KVerify

IDEX Outstanding Bonds

IDEX issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. IDEX uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IDEX bonds can be classified according to their maturity, which is the date when IDEX Corporation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

IDEX Corporate Filings

8K
30th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
7th of October 2024
An amended filing to the original Schedule 13G
ViewVerify
7th of August 2024
Other Reports
ViewVerify
31st of May 2024
Other Reports
ViewVerify

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When running IDEX's price analysis, check to measure IDEX's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IDEX is operating at the current time. Most of IDEX's value examination focuses on studying past and present price action to predict the probability of IDEX's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IDEX's price. Additionally, you may evaluate how the addition of IDEX to your portfolios can decrease your overall portfolio volatility.